FORA Capital’s Brookfield BN Stock Holding History

FORA Capital’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.32M	Buy	54,521 +37,432	+219%	+$1.67M	0.16%	152
2026 Q1	$692K	Buy	+17,089	New	+$757K	0.05%	276
2025 Q2	–	Sell	-11,960	Closed	-$418K	–	519
2025 Q1	$418K	Buy	+11,960	New	+$452K	0.04%	356
2022 Q4	–	Sell	-49,358	Closed	-$1.09M	–	475
2022 Q3	$1.09M	Buy	49,358 +36,388	+281%	+$942K	0.21%	148
2022 Q2	$311K	Buy	+12,970	New	+$347K	0.06%	331
2021 Q3	–	Sell	-62,078	Closed	-$1.71M	–	423
2021 Q2	$1.71M	Buy	+62,078	New	+$1.59M	0.32%	81
2020 Q2	–	Sell	-13,352	Closed	-$211K	–	912
2020 Q1	$211K	Sell	13,352 -20,037	-60%	-$412K	0.05%	437
2019 Q4	$689K	Buy	+33,389	New	+$666K	0.07%	321

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

FORA Capital's BN Position: Q2 2026 in Review

FORA Capital increased its Brookfield (BN) stake by 219% in Q2 2026, buying an estimated $1.67M and bringing the position to 54,521 shares worth $2.32M. The position accounts for 0.16% of the portfolio, ranked #152.

FORA Capital first reported a position in BN in Q4 2019 and has held it in 8 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

FORA Capital held 54,521 shares of Brookfield worth $2.32M as of Q2 2026.
FORA Capital bought 37,432 Brookfield shares in Q2 2026, an estimated $1.67M.
Brookfield made up 0.16% of FORA Capital's portfolio in Q2 2026, its #152 holding.
FORA Capital first reported a position in Brookfield in Q4 2019 and has held it in 8 quarters since.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.